+211.1%
INTU vs RBA
+182.6%
+28.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.0% | -2.2% | -3.4% |
| 7D | -7.5% | -1.1% | -6.5% | -7.2% |
| 30D | -1.9% | -13.2% | +11.3% | +2.9% |
| 3M | +4.9% | -21.4% | +26.2% | +13.0% |
| 6M | -33.2% | -20.9% | -12.3% | -28.4% |
| YTD | -51.4% | -19.9% | -31.5% | -48.3% |
| 1Y | -52.0% | -28.7% | -23.3% | -46.8% |
| 3Y | -40.7% | +27.4% | -68.1% | -47.9% |
| 5Y | -41.7% | +41.7% | -83.5% | -52.2% |
| 10Y | +211.1% | +189.6% | +21.5% | +85.7% |
| All | +211.1% | +182.6% | +28.6% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling